crm-ea

Getting Started with Estate Agent CRM

An overview of the estate agent features in Relentify CRM.

How to Add a Property

Add a property listing for sales or lettings.

Managing Property Sales

Track property sales from listing through to completion.

Scheduling a Property Viewing

Schedule and manage property viewings for potential buyers or tenants.

Receiving and Managing Offers

Record, compare, and accept offers on properties.

Tracking Sales Progression

Monitor the progress of a property sale from offer to completion.

Publishing to Property Portals

Push listings to Rightmove, Zoopla, and OnTheMarket.

Managing Tenancies

Create and manage tenancy agreements with a kanban pipeline.

Handling Maintenance Requests

Log, track, and resolve maintenance requests from tenants.

Running AML Checks

Run anti-money laundering identity checks via SmartSearch.

Tenant Referencing

Reference tenants using the Goodlord integration.

EPC Tracking and Expiry Alerts

Monitor Energy Performance Certificate ratings and expiry dates.

Void Period Management

Track and minimise void periods between tenancies.

Managing Property Photos

Upload, reorder, and manage photos for property listings.

Generating AI Property Descriptions

Use AI to write property descriptions from your listing details.